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To: sergio who wrote (10457)	1/22/1998 1:48:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--Sorry for the delay (close to 1 month) but I am still trying to catch up. By the way, NANX was that the company you mentioned right, pre-ipo? At 14 now as of Friday. Yes, that was the stock I was waiting for. I took the money and ran on the run up and then went to the side. I got back in when it fell to the middle single digits (it's late and I can't recall the exact figure and too lazy to bring up the sheet). I still think it is a good bet considering the CMP market has not taken off yet and the MOYC sale of assets to a more respected industry supplier of semiconductor chemicals will only enhance the future success of NANX. I hope that if you got in and did not take profits, that you consider averaging down on this one for the long term. Andrew